Client Support Analyst

Responsibilities

• Identify, respond to, and resolve technical issues and questions raised by Addepar’s clients
• Provide hands-on support to ensure ongoing client satisfaction and platform value
• Work within complex data sets to identify and resolve data and calculation discrepancies
• Conduct root-cause analysis in collaboration with Engineering and Data teams
• Evaluate the criticality of client issues and coordinate with Product and Account Management teams
• Provide functional and conceptual instruction to help clients maximize platform usage

Requirements

• Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
• 1+ years of experience in a client-facing role
• Proficiency in mathematics
• Superior communication, organizational, and time-management skills
• Passion for problem-solving, technology, and finance

Preferred Qualifications

• Previous experience in investment management

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.